Position in AEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$68,471,366
+$11,678,887 QoQ
Shares Held
622,920
+9.5% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,532,123,660 across 30 Utilities - Regulated Electric names. AEE ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,976,254 | $462,194,471 | |
| 2 | SO |
Southern Co
|
2,500,709 | $241,368,432 | |
| 3 | DUK |
Duke Energy CORP
|
1,767,941 | $231,494,194 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,264,916 | $165,805,189 | |
| 5 | D |
Dominion Energy, Inc
|
1,932,957 | $119,495,401 | |
| 6 | EXC |
Exelon Corp
|
2,380,414 | $116,687,894 | |
| 7 | ETR |
Entergy Corp /De/
|
1,009,449 | $113,421,689 | |
| 8 | XEL |
Xcel Energy Inc
|
1,405,123 | $111,622,971 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,471,366 | 622,920 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $56,792,479 | 568,721 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $56,754,119 | 543,726 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $49,582,090 | 516,265 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $48,436,976 | 482,440 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $38,050,835 | 426,866 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $33,590,149 | 384,063 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $26,755,564 | 376,256 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,205,924 | 327,284 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $19,439,711 | 268,727 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $19,063,391 | 254,756 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $18,630,233 | 228,116 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $17,880,570 | 206,975 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $17,197,572 | 193,405 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $13,015,591 | 161,584 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $13,645,625 | 151,014 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $13,182,468 | 140,598 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,687,458 | 131,305 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $8,994,807 | 111,047 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $8,175,365 | 102,141 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,877,848 | 84,536 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $5,768,165 | 73,894 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,730,769 | 72,468 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $4,325,029 | 61,470 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $3,745,137 | 51,423 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||